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Paul R. Ried Financial Group’s Broadcom AVGO Stock Holding History

Paul R. Ried Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+554
New +$222K 0.09% 42
2026
Q1 		– Sell
-610
Closed -$211K – 42
2025
Q4 		$211K Buy
+610
New +$218K 0.1% 39

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Paul R. Ried Financial Group's AVGO Position: Q2 2026 in Review

Paul R. Ried Financial Group opened a new position in Broadcom (AVGO) in Q2 2026: 554 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #42 among its holdings. This is a return to the name: Paul R. Ried Financial Group previously reported a position in AVGO as recently as Q4 2025.

Paul R. Ried Financial Group first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Paul R. Ried Financial Group held 554 shares of Broadcom worth $209K as of Q2 2026.
  • Broadcom was a new Paul R. Ried Financial Group position in Q2 2026.
  • Broadcom made up 0.09% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #42 holding.
  • Paul R. Ried Financial Group first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Paul R. Ried Financial Group's Broadcom position peaked at $211K in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.